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Adding Views to a Custom Page

You can embed worksheet views into custom pages. This allows users to create, import, view, search, and filter records directly within the custom page.

View Component Configuration:

1. Open the Custom Page Editor​

Navigate to the target custom page and click Edit Canvas to enter edit mode.

2. Add a View Component​

In the left-side component panel, click to add a View component.

3. Configure the View Component​

In the configuration panel, set the following based on your business needs:

  • Component Name: Set the name of the view component

  • View Source: Select the worksheet and the specific view

  • Record Limit: Configure the number of records displayed in the component (up to 100 rows)

  • Action Permissions: Enable or disable actions such as Add Record, Search, Filter, Drafts, and Import. When enabled, the corresponding buttons appear in the component toolbar.

    Advanced: The view component can be linked with the Filter Component on the custom page. When users apply filters, the records displayed in the view component update accordingly.

    Open View:

    • Enabled: Click a record to open its detail view
    • Disabled: Display records as a read-only list

4. Save and Preview​

Click Save and exit edit mode to interact with the view data directly on the page.

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